Customer Service Associate

Client Service Assciate

This is a full‑time, in‑office position

As a Client Service Associate
, you will be assisting the advisors in the office ensuring a smooth professional experience for clients. Our role will be dynamic, combining administrative expertise, client service, and operational support.

• Be the first point of contact – answer client inquiries and assist with account‑related requests
• Manage scheduling and logistics for meetings between clients and advisors
• Process paperwork and service requests with precision and efficiency
• Maintain client files and support back‑office operations
• Assist with client events and special projects
• Collaborate with the team to enhance the client experience

• Financial services experience
• Strong organizational & time management skills – you thrive in a fast‑paced environment
• Tech‑savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office
• Outstanding communication skills – both written and verbal
• Proactive problem solver – you take initiative and think independently

Be part of a firm that values growth, teamwork, and client success Enjoy a supportive, professional environment with opportunities to expand your role Work closely with experienced advisors and gain valuable industry knowledge